QuickBooks Desktop's integrated email invoicing feature increases the tool's usefulness for small and medium-sized business owners. Once configured, this feature allows users to share and receive reports and send bills to clients quickly. Users can transact directly from QuickBooks Desktop using their favorite email client, including Webmail or Outlook. When email invoices in QuickBooks are integrated into the program, QuickBooks Desktop becomes a more complete tool for efficiently managing finances. 

The integration eliminates the need for separate email apps, simplifying communication and streamlining procedures. Users can increase output and streamline processes by managing their accounting responsibilities effectively without hopping between platforms. Businesses trying to maintain professional communication with clients and stakeholders while streamlining procedures will find this feature especially helpful. 

Benefits of Setting up QuickBooks Email Services 

QuickBooks is equipped with many features that enhance efficiency in daily business operations. The email service feature offers significant benefits to users. The following are the benefits of setting up QuickBooks email services.

  1. With QuickBooks, you can email invoices directly from the software whenever your customers need them. This feature streamlines billing ensures timely delivery, and enhances your business's efficiency and professionalism.
  2. Another advantage of this feature is that it enables users to send payment reminders to customers by emailing invoices. This ensures timely payments and improves your business's cash flow management.
  3. This feature is a storage and tracking tool, allowing you to efficiently manage and monitor clients' and vendors' contact details, ensuring all information is easily accessible.

Email Your Invoices or Other Documents by Following These Steps

In this section, we have mentioned some steps to set up email invoices in Quickbooks Desktop.

Step 1: Linking an Existing QuickBooks Payments Account

Firstly, you need to link an existing QuickBooks Payments account.

  1. At the top menu screen, select Customers in QB Desktop. 
  2. Select Link Payment Service to Company File.
  3. If asked about credit card protection, fill in the necessary details and click OK.
  4. Enter the user ID and password that you used during QuickBooks Payments registration. 
  5. Then click Sign In.
  6. Click Connect.

Step 2: Turn on Payment Options

Enable the payments option to allow customers to receive invoices and conveniently make online payments.

  1. Go to Edit and select Preferences. 
  2. Then, click on Payments and navigate to the Company Preferences tab.
  3. Under Online Payments, select the payment methods you want to offer all customers. 
  4. Click OK and apply these settings to existing customers.
  5. Enable online payments specifically for a customer.
  6. Select Customer Center in the Customers menu  
  7. Find the specific customer. 
  8. Click the Edit icon to edit their profile, then choose Payment Settings.
  9. Select the payment methods you want to offer this customer in the Online Payments section.
  10. Finally, click OK.

Step 3: Send an Invoice Online

To create an invoice:

  1. Select Create Invoices from the Customers menu.
  2. From the dropdown list, choose the customer. 
  3. Review and adjust the available online payment options if necessary.
  4. Add products and services to the invoice.
  5. Fill out the invoice details.
  6. Click the Email dropdown menu and select Invoice.
  7. Review the invoice message and send it once prepared.

After reading this article, you will understand the importance of email invoices in QuickBooks. Read this blog thoroughly to avoid a qbmapi64 out of memory issue while sending emails via QuickBooks.

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